InnerCircle –
After Loss Services
The InnerCircle Program is designed for those who prefer handling matters themselves with guidance and assistance from their FullCircle Advisor.
Most clients can be reimbursed for these services from the estate’s assets.
Your circle of care includes:
- Personalized Consultation – During this 90-minute meeting, your FullCircle Advisor will collect information from you and discuss your needs. Recommendations for attorneys, financial advisors, estate cleanout services, and other professionals can be made available at this or any time while you are working with us.
- Customized Support Plan – After the personalized consultation, your FullCircle Advisor creates a prioritized, tailored plan that serves as a roadmap designed to get you started and keep you on the right path throughout the process. Together we review the plan, so every step is clear.
- Ongoing Assistance – You will meet weekly with your FullCircle Advisor to discuss your experience moving through the Support Plan. During these check-ins, you can ask questions, discuss any roadblocks you’ve encountered, and receive compassionate support. These meetings continue for as long as you feel you need them.
Meetings can be in-person or virtual.
Start with a free introductory call.